Overview

Jeff Armstrong provides Nationwide Valuation Appraisal Services for Secured and Unsecured Promissory Notes. If you need a Valuation Estimate or an Appraisal of today’s cash value of your secured or unsecured notes, for the purposes that include but are not limited to: - Estate Planning - Financial Planning - Income Statement Preparation - Balance Sheet Preparation - IRA conversion/transfer/dispursement Why a note or cash flow appraisal? For the following reasons (and many more): - Estate Planning - To save you or your clients from overpaying taxes. - A note in an estate being probated may need to be appraised. - Notes invested in a pension/profit-sharing plan may need annual valuations. - A client may be receiving payments from a personal injury settlement. - Perhaps one party in a divorce settlement accepted a note as his or her share. - When a client needs to sell part or all of a note for cash, he or she may want an independent source to set a price on a note. The math is only a part of the valuation process. Contact us directly today!